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VanEck BDC Income ETF

233 hedge funds and large institutions have $562M invested in VanEck BDC Income ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+18
Holders Change %
+8.37%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
96
Reduced
60
Closed
17
Calls
$435K
Puts
$1.22M
Net Calls
-$781K
Net Calls Change
-$873K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$1.95M +$1.95M +119,592 New
SWA
52
Sax Wealth Advisors
New Jersey
$1.83M +$558K +34,296 +44%
KWA
53
Kingswood Wealth Advisors
California
$1.82M +$214K +13,172 +13%
IPAM
54
Investment Partners Asset Management
New Jersey
$1.73M +$34.4K +2,116 +2%
BIM
55
Bridges Investment Management
Nebraska
$1.72M +$147K +9,015 +9%
HWM
56
Howard Wealth Management
Connecticut
$1.64M +$358K +21,975 +28%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.62M -$195K -11,989 -11%
WA
58
Waverly Advisors
Alabama
$1.6M +$66.6K +4,089 +4%
Creative Planning
59
Creative Planning
Kansas
$1.59M -$92.9K -5,706 -6%
SWM
60
Spire Wealth Management
Virginia
$1.55M +$52K +3,195 +3%
GWM
61
Gibbs Wealth Management
Georgia
$1.49M +$1.49M +91,301 New
JSAM
62
J. Safra Asset Management
New York
$1.48M +$1.48M +91,140 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.47M -$376K -23,118 -20%
IAIM
64
International Assets Investment Management
Florida
$1.45M +$368K +22,600 +34%
FFWM
65
Future Financial Wealth Management
Ohio
$1.4M -$169K -10,392 -11%
GA
66
GFS Advisors
Texas
$1.27M
AAA
67
Adams Asset Advisors
Texas
$1.24M +$1.24M +76,419 New
PIA
68
Perennial Investment Advisors
California
$1.21M -$54K -3,316 -4%
AWF
69
Alpha Wealth Funds
Utah
$1.21M +$73.1K +4,488 +6%
Lido Advisors
70
Lido Advisors
California
$1.2M -$7.72K -474 -0.6%
PAG
71
Private Advisor Group
New Jersey
$1.2M -$16.4K -1,008 -1%
BSG
72
Black Swift Group
Colorado
$1.17M -$653K -40,140 -36%
KPWS
73
Kestra Private Wealth Services
Texas
$1.17M +$28.6K +1,757 +3%
GC
74
Guidance Capital
Kentucky
$1.11M -$68.2K -4,269 -6%
WTC
75
WhitTier Trust Company
Nevada
$1.07M